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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,454 | $42,910-94.3% | $60,919-96.0% | $68,490-96.4% |
| Participation rate | 47.1% | 66.8%-19.6pp | 73.1%-26.0pp | 67.9%-20.8pp |
| Annual return | -5.17% | -13.99%+8.8pp | 16.96%-22.1pp | -7.85%+2.7pp |
| Employer contribution / active EE | $484 | $1,978-75.6% | $2,704-82.1% | $2,597-81.4% |
| Participant deferral / active EE | $778 | $2,866-72.9% | $3,814-79.6% | $4,028-80.7% |
| Admin fee / account holder | $477 | $3,104-84.6% | $3,228-85.2% | $5,403-91.2% |